We’re here to help you build a strong financial foundation for your business.


Besides preparing all federal, state and local tax returns for individuals, businesses, estates and trusts, etc. Our Tax Accounting Practice offers a full range of tax planning, preparation, representation, and compliance services. We can work with you year-round in order to minimize your total tax burden. We continuously monitor federal, state, and local tax law changes to notify our clients on how to minimize current and future tax liabilities. Let us implement a custom-made due-date tax compliance monitoring system to prevent costly interest and penalty assessments attributable to late filing.


Our Firm offers a complete range of accounting services. Besides preparing all federal, state and local tax returns for individuals and businesses. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.

Choose from basic checking account categorization &reconciliation to our full-charge bookkeeping services that include general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables/payables tracking and analysis. Monthly and/or quarterly reports available; i.e., profit & loss, aging, and trail balance

Accounting Software Selection & Implementation

Need help with accounting software selection and implementation? We will help you select the software that’s right for you and will teach you how to use it effectively. We participate in the QuickBooks ProAdvisor Program and have worked with mid-level Accounting/ERP systems including Microsoft Dynamics GP, Sage, and SAP Business One.

Payroll And SalesTax Services

Customized payroll preparation and payroll tax reporting services are available. We prepare and e-file all federal and state returns. We also prepare all sales tax filings and offer full sales tax audit representation.

Insurance Audit Services

We offer audit assistance so you can keep the focus on running your business. Let us be the liaison between your business and your insurance carrier for both liability and workers compensation audits.

Business Formations

We offer consulting on choosing the correct entity type for your goals as well as offering complete expedited entity registration packages that include Federal and State Tax and Labor registrations.

Life, Health & Retirement Plans

We offer consulting in setup and implementation of various group and individual Life, heath, and retirement plans.

Tax Resolution Services

Non-filing, late filing, failure to pay estimated tax, the list of reasons you received a letter from the IRS or state taxing authority is endless. However, did you know that with proper representation you might be in a better position than you think? WE can assist you in applying for a federal and/or state lien removal, installment agreement, offer-in-compromise, abatements, etc.

Business Consulting

Through the Advisory Services Practice, we offer a well-defined consulting engagement. Our five-phase process can help your business run at peak performance. From general management to financial analyses to process re-engineering our skilled team is ready to help business owners and managers eliminate inefficiency and realize a business’s full profit potential.

Personal Financial Concierge Service

Our Private Client Representatives can help individuals with daily money management, bill paying, elder care services, medical insurance claims, medicare&medicaid support, and more.

Call us at 631.723.1777

or send us an email at


Provide discussion information and we’ll get back to you as soon as possible.


Provide discussion information and we’ll get back to you as soon as possible.